Workspace filters

Workspace Filters allow you to define reusable filtering logic that can be applied across dashboards, workbooks, and team environments. Filters can include multiple groups and fields, and support different input types such as text input, radio selection, or dropdown lists. This section explains how to create a new workspace filter using groups, fields, and multi-level configurations.

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Add Filters – Screen Overview

Before creating a filter, you must first navigate to the Filters configuration screen. Click on the name of the workspace.
Click Settings.
From the left-hand sidebar, click Filters to access the configuration area where filters are created. When creating a filter, you will see the Add Filters screen, containing:

• Filter Name
• Groups and Fields
• Add group button
• Add field button
• Preview panel
• Deploy button
  Each filter can contain multiple groups or fields depending on your filtering requirements.

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1. Create a Filter Name

At the top-right of the screen, enter a meaningful name for your filter.
Using descriptive names helps users understand where and how the filter is used.

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2. Add a Group

Groups help organize filters into logical sections. Each group can contain multiple levels and fields.

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2.1 Add a Group

1. Click Add group.
2. A new Add group panel appears.
3. Select a Group Type from the dropdown.

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Group Type Options

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2.2 Enter Group Name

Provide a clear group name, for example:

• Category
• Department Selector
• Product Level
• Region Group

This name will appear as the group title inside the filter.

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3. Configure Fields Within a Group

Each group contains Fields, which may include multiple levels (Category, Level 01, Level 02,…).

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3.1 Category Section

Each Category section includes:

• Placeholder
• Add columns (choose column from your catalog)
• Value (default or selectable values)
• Description (explanation of how the field is used)

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Example inputs

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3.2 Level 01, Level 02, Level 03…

You can add additional levels if your filter requires hierarchical filtering (e.g., Region → Country → City).

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3.3 Add Level or Field to the Group

After entering all necessary information:

• Click Add in the Group panel
• The group appears under Groups and fields

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4. Add a Field (Without Group)

If you do not want to create a group, you can add a standalone field.

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4.1 Add Field

1. Click Add field.
2. Select a Field Type (INP / INPUT / RADIO / other types).
3. Enter field details:

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Field Details

Click Add to save.

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5. Preview the Filter

The right-side Preview panel displays a real-time representation of your filter.
You can check:

• Group and level structure
• Field nesting
• Input types
• Default values

This helps verify filter configuration before deployment.

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6. Deploy the Filter

Once your filter is ready:

1. Review the configuration
2. Click Deploy
3. The filter appears under Workspace Filters with status Active

You can:

• Edit a filter
• Set as Default
• Delete a filter (sent to Trash)
• Restore deleted filters

This ensures consistent and standardized filtering logic across your workspace.